Bigin by Zoho CRM + OmniFocus

Create new tasks in OmniFocus for every new task in Bigin by Zoho CRM

Keep your workflow efficient and organized with this seamless link between Bigin by Zoho CRM and OmniFocus. Whenever you generate a new task in Bigin by Zoho, a corresponding task will be created in OmniFocus. This results in a streamlined process that saves you time and ensures that no tasks slip through the cracks. Use this automation to elevate your task management routine.

When this happens...
New Task
Triggers when a new task is added.
TriggerInstant
automatically do this!
Create Task
Creates a new task in your OmniFocus Inbox.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write

- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Company IDRequired
Action
Write
- OrganizationRequired
- Deal IDRequired
Action
Write
- OrganizationRequired
- Product IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- Full Name
Action
Search
- OrganizationRequired
- Deal Name
Action
Search
- OrganizationRequired
- Product Name
- Product Code
Action
Search
- OrganizationRequired
- User Email
Action
Search

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- OrganizationRequired
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- OrganizationRequired
Action
Write
- OrganizationRequired
- Contact IDRequired
Action
Write
- OrganizationRequired
- Event IDRequired
Action
Write
- OrganizationRequired
- Task IDRequired
Action
Write
- OrganizationRequired
- Select Query
Action
Search
- OrganizationRequired
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- OrganizationRequired
- Event Title
- Start DateTime
Action
Search
- OrganizationRequired
- Task Name
Action
Search
- TitleRequired
- Note
Action
Write

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn more